Alliance Advisory & Securities, LLC

Overview

Alliance Advisory & Securities, LLC is an independent registered investment adviser organized as an LLC and operating since 2006. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines portfolio management with financial planning and advisory services. Its advisory menu includes portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting, and educational seminars. The firm also acts as an other financial product salesperson and has industry roles that include sponsoring pooled investment vehicles and serving as sponsor/GP/managing member on sponsored vehicles. Alliance identifies as an active ESG investor. Fee arrangements are flexible and include percentage of AUM, hourly billing, and fixed-fee engagements. The firm reports activity across both discretionary and non-discretionary mandates and provides a mix of advisory and non-advisory services common to dual client bases (individuals/families and institutional clients).

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Location & Offices